Go4WhatsUp Profile Update

Go4WhatsUp Profile Update

The Profile section in Go4WhatsUp allows you to set up your business identity for WhatsApp communication. This acts as a digital business card for your customers and ensures your business information, payment gateways, and integrations are professionally configured.

What Happens Here

  • Add business details: name, category, contact info, logo.

  • Set login credentials for your team members.

  • Configure GST and tax details for invoices.

  • Link payment gateways: Tap, Razorpay, Stripe, oTap.

  • Integrate Google Maps and Google Calendar for locations and appointments.

  • Manage permissions and toggles for staff and team members.

  • Configure AI Smart Content Generator for automated responses and messages.

Benefits

  • Build customer trust with a professional WhatsApp profile.

  • Simplify payments and invoicing with integrated GST and gateways.

  • Improve appointment and location management via Google integrations.

  • Control team permissions to maintain security and workflow.

  • Enhance communication with AI-generated content for offers, greetings, and templates.

Step-by-Step Setup

1. Business Details

  • Navigate to Profile → Business Details.

  • Enter: Business Name, Mobile Number, Category, Email, Website, Address, Description, About Us.

  • Upload a Profile image (minimum 192 × 192 pixels).

2. Login Details

  • Go to Profile → Login Details.

  • Enter Role Name, Team Member Name, Mobile Number, and Email.

3. GST Details

  • Go to Profile → GST Details.

  • Fill in: GST Number, GST %, Terms & Conditions, UPI Number & Name, CIN, Authorized Signature Image.

4. Payment Gateway

  • Go to Profile → Payment Gateway.

  • Add credentials for oTap, Razorpay, Stripe.

  • Use toggle to select default gateway for catalog orders.

5. Google Integration

  • Go to Profile → Google Integration.

  • Add Google Maps API Key for location services.

  • Add Google Calendar API Key/Secret for appointment bookings.

6. Settings

  • Go to Profile → Settings.

  • Select Timezone and Language.

  • Toggle permissions for: Translation, Ticket Control, Broadcast Restriction, Mobile Notifications, and more.

7. AI Smart Content Generator

  • Go to Profile → AI Smart Content Generator.

  • Enter API Key (e.g., OpenAI).

  • Configure smart tokens to generate automated messages.

✅ Done — Your business profile is now fully set up in Go4WhatsUp.

Detailed Tab Fields

Login Details

  • Role Name → Admin, Collaborator, Manager.

  • Name → Full name.

  • Mobile Number → Login contact.

  • Email → Login email.

GST Details

  • GST Number → Tax registration.

  • GST % → Tax rate.

  • Terms & Conditions → Shown in invoices.

  • UPI Number / Name → Payment details.

  • CIN → Company registration.

  • Authorized Signature Image → For digital invoices.

Payment Gateway

  • oTap → Key, Secret.

  • Stripe → Secret Key, Merchant ID.

  • Razorpay → Key ID, Secret Key.

  • Default Gateway Toggle → For catalog payments.

Google Integration

  • Maps API Key → For location services.

  • Calendar API Key/Secret → For appointment integration.

Settings

  • Time Zone → Region selection.

  • Language → System language.

  • Permissions → Translation, Menu Expand, Message Notification, Contact Mask, Broadcast Restriction, Mobile Notifications, Ticket Control, Chatbot triggers, Collaborator duty, Ticket transfer/close options.

AI Smart Content Generator

  • Smart Token Settings → Add API Key.

  • Generate automated responses, greetings, and offers.

Use Case Example

A bakery uploads its logo, address, and Google Maps location in Profile. Customers easily recognize the bakery on WhatsApp and can get directions directly, while automated messages and AI-generated responses improve engagement and efficiency.

Tips & Best Practices

  • Upload a professional profile picture (logo or store image).

  • Keep GST and payment details up to date for smooth invoicing.

  • Review permissions regularly to avoid unnecessary access.

  • Set the correct Time Zone if operating across multiple regions.

  • Enable Contact Masking for privacy.

  • Start with short AI content templates before using long automated texts.

FAQs – Profile Update

Q1: Can I change my WhatsApp business logo?
A: Yes, upload a new profile image under Profile → Business Details.

Q2: How do I update GST details for invoices?
A: Navigate to Profile → GST Details and update GST Number, Percentage, and T&C.

Q3: Can I set multiple payment gateways?
A: Yes, you can add multiple gateways and select a default for catalog orders.

Q4: How do Google Maps and Calendar integration help?
A: Maps API allows customers to see your location, while Calendar integration automates appointment booking.

Q5: How do I configure AI-generated messages?
A: Go to Profile → AI Smart Content Generator, add your API Key, and configure smart tokens for automated responses.

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